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Smith Anglin Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smith Anglin Financial’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,183
Closed -$343K – 210
2023
Q4 		$343K Sell
4,183
-143,877
-97% -$11.7M 0.04% 126
2023
Q3 		$12M Buy
148,060
+2,028
+1% +$164K 1.46% 21
2023
Q2 		$11.8M Sell
146,032
-379
-0.3% -$31K 1.44% 21
2023
Q1 		$12M Buy
146,411
+143,693
+5,287% +$11.7M 1.79% 18
2022
Q4 		$221K Sell
2,718
-1,330
-33% -$108K 0.04% 133
2022
Q3 		$329K Buy
4,048
+1,429
+55% +$118K 0.07% 98
2022
Q2 		$217K Buy
+2,619
New +$217K 0.06% 115
2022
Q1 		– Sell
-2,386
Closed -$204K – 156
2021
Q4 		$204K Buy
2,386
+2
+0.1% +$172 0.03% 143
2021
Q3 		$205K Buy
2,384
+1
+0% +$86 0.04% 131
2021
Q2 		$205K Buy
2,383
+2
+0.1% +$173 0.04% 138
2021
Q1 		$205K Buy
2,381
+1
+0% +$86 0.04% 133
2020
Q4 		$206K Buy
+2,380
New +$206K 0.04% 130

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smith Anglin Financial's SHY Position: Q1 2024 in Review

Smith Anglin Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 4,183 shares — an estimated $343K sold.

Smith Anglin Financial first reported a position in SHY in Q4 2020 and held it in 12 quarters. The position peaked at $12M in Q1 2023. 1,107 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • Smith Anglin Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Smith Anglin Financial sold 4,183 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $343K.
  • Smith Anglin Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
  • Smith Anglin Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $12M in Q1 2023.
  • 1,107 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on Smith Anglin Financial's 13F filing for Q1 2024, filed 24 Apr 2024.